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RMR Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

RMR Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Hold
8,088
– – 0.16% 70
2026
Q1 		$203K Hold
8,088
– – 0.15% 74
2025
Q4 		$212K Hold
8,088
– – 0.15% 73
2025
Q3 		$208K Buy
+8,088
New +$200K 0.15% 79

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

RMR Capital Management's SCHB Position: Q2 2026 in Review

RMR Capital Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8,088 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #70.

RMR Capital Management first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • RMR Capital Management held 8,088 shares of Schwab US Broad Market ETF worth $234K as of Q2 2026.
  • RMR Capital Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.16% of RMR Capital Management's portfolio in Q2 2026, its #70 holding.
  • RMR Capital Management first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.